HomeCompareTBVPY vs JEPQ

TBVPY vs JEPQ: Dividend Comparison 2026

TBVPY yields 4.86% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TBVPY wins by $287.5K in total portfolio value· pulled ahead in Year 4
10 years
TBVPY
TBVPY
● Live price
4.86%
Share price
$33.46
Annual div
$1.63
5Y div CAGR
44.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$332.3K
Annual income
$162,779.31
Full TBVPY calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — TBVPY vs JEPQ

📍 TBVPY pulled ahead of the other in Year 4

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodTBVPYJEPQ
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, TBVPY + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
TBVPY pays
JEPQ pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

TBVPY
Annual income on $10K today (after 15% tax)
$413.08/yr
After 10yr DRIP, annual income (after tax)
$138,362.41/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, TBVPY beats the other by $136,532.71/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of TBVPY + JEPQ for your $10,000?

TBVPY: 50%JEPQ: 50%
100% JEPQ50/50100% TBVPY
Portfolio after 10yr
$188.5K
Annual income
$82,465.95/yr
Blended yield
43.74%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TBVPY buys
0
JEPQ buys
0
No recent congressional trades found for TBVPY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTBVPYJEPQ
Forward yield4.86%11.10%
Annual dividend / share$1.63$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR44.2%0%
Portfolio after 10y$332.3K$44.8K
Annual income after 10y$162,779.31$2,152.59
Total dividends collected$292.2K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: TBVPY vs JEPQ ($10,000, DRIP)

YearTBVPY PortfolioTBVPY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,401$700.77$11,930$1,110.39$529.00JEPQ
2$13,276$1,076.70$14,133$1,224.34$857.00JEPQ
3$15,894$1,689.64$16,632$1,340.46$738.00JEPQ
4← crossover$19,733$2,726.27$19,454$1,457.97+$279.00TBVPY
5$25,676$4,561.47$22,626$1,576.08+$3.0KTBVPY
6$35,472$7,998.63$26,175$1,694.09+$9.3KTBVPY
7$52,847$14,892.04$30,133$1,811.32+$22.7KTBVPY
8$86,446$29,899.97$34,531$1,927.17+$51.9KTBVPY
9$158,412$65,914.00$39,403$2,041.08+$119.0KTBVPY
10$332,280$162,779.31$44,787$2,152.59+$287.5KTBVPY

TBVPY vs JEPQ: Complete Analysis 2026

TBVPYStock

Thai Beverage Public Company Limited, together with its subsidiaries, produces and distributes alcoholic and non-alcoholic beverages, and food products worldwide. It operates through Spirits, Beer, Non-Alcoholic Beverages, and Food segments. The company offers liquor, beer, malt, and yeast products; spirits, including brown spirits, white spirits, herbs, and other products; and non-alcoholic beverages comprising drinking and soda water, electrolyte beverages, energy drinks, green and herbal tea, ready-to-drink coffee, fruit flavored drinks, and soft drinks; carbonated soft drinks, tea, isotonics, soya drinks, Asian and sparkling drinks, cordials, water, pasteurized milk, UHT milk, sterilized milk, yoghurt, canned milk, pasteurized juice, ready-to-drink juice, ice cream, and cereal bars. The company also provides chilled and frozen food products; and fertilizers, feeds, bricks, and oak barrels. In addition, it is involved in the trading of molasses; provision of transportation and distribution, logistics, advertising and marketing, consultancy, asset and brands management, public cold storage, and human resources and organization development services; operation of restaurants, bakeries, and social enterprise; and production and distribution of biogas. Further, the company engages in the trading of bottles and supplies; wholesale and distribution of beverages; and production of metal and plastic packaging businesses. Additionally, it engages in asset management activities; trademark holding and production of beer concentrates; e-commerce business; offers marketing management consulting and data analytics solutions; development, rental, and investment in properties; mechanical equipment manufacturing; warehousing business; trading of chemical and packaging materials; manufacture of equipment used in food manufacturing; and installation and maintenance of machinery system and equipment. The company was incorporated in 2003 and is based in Bangkok, Thailand.

Full TBVPY Calculator →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.